Block Ownership 2024 | Who Owns Block Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

62.52%

Insider Ownership

0.86%

Retail Ownership

36.62%

Institutional Holders

1.03K

Block Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	7.39%	0.06%	45,542,276	9,031,026	24.73%	2,937,021,379	Jun 30, 2024
BLACKROCK INC.	5.05%	0.05%	31,159,307	1,512,567	5.10%	2,009,463,693	Jun 30, 2024
FMR LLC	3.39%	0.09%	20,876,976	-8,467,083	-28.85%	1,346,356,140	Jun 30, 2024
MORGAN STANLEY	2.92%	0.09%	17,990,744	732,554	4.24%	1,160,223,201	Jun 30, 2024
JPMORGAN CHASE & CO	2.37%	0.08%	14,596,807	6,340,148	76.79%	941,348,105	Jun 30, 2024
STATE STREET CORP	1.92%	0.03%	11,859,288	93,325	0.79%	764,805,483,000	Jun 30, 2024
SANDS CAPITAL MANAGEMENT, LLC	1.87%	2.18%	11,510,438	-437,376	-3.66%	742,308,147	Jun 30, 2024
BAILLIE GIFFORD & CO	1.64%	0.51%	10,085,229	3,163,975	45.71%	650,396,418	Jun 30, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.	1.43%	0.42%	8,789,741	-967,250	-9.91%	566,850,397	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.39%	0.05%	8,557,073	232,941	2.80%	550,804,415	Jun 30, 2024
ARK INVESTMENT MANAGEMENT LLC	1.35%	4.75%	8,292,502	-1,761,827	-17.52%	534,783,438	Jun 30, 2024
LOOMIS SAYLES & CO L P	1.31%	0.72%	8,074,653	68,968	0.86%	520,734,000	Jun 30, 2024
NORGES BANK	1.26%	0.07%	7,758,614	7,758,614	100.00%	500,353,017	Jun 30, 2024
LONE PINE CAPITAL LLC	1.24%	4.01%	7,670,523	934,588	13.87%	494,672,028	Jun 30, 2024
NIKKO ASSET MANAGEMENT AMERICAS, INC.	1.22%	5.58%	7,498,605	-859,466	-10.28%	483,585,036	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.86%	0.06%	5,290,298	-3,267,913	-38.18%	341,171,318	Jun 30, 2024
AMERIPRISE FINANCIAL INC	0.80%	0.09%	4,906,385	621,391	14.50%	316,400,826	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	0.74%	0.18%	4,541,457	1,156,151	34.15%	292,878,641	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.69%	0.05%	4,278,258	-412,400	-8.79%	275,904,819	Jun 30, 2024
AMUNDI	0.69%	0.10%	4,223,105	1,551,720	58.09%	272,136,886	Jun 30, 2024

Block's largest institutional shareholder is VANGUARD GROUP INC, holding 7.39% of the company's total share outstanding, currently valued at $2.94B. The top 10 institutional shareholders own together 29.36% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SIH PARTNERS, LLLP	0.05%	21.01%	337,149	137,129	68.56%	21,742,739	Jun 30, 2024
DAG VENTURES, LLC	0.00%	15.26%	19,113	-	-	1,232,597	Jun 30, 2024
BARES CAPITAL MANAGEMENT, INC.	0.64%	12.30%	3,966,279	-19,200	-0.48%	255,785,333	Jun 30, 2024
AVORY & COMPANY, LLC	0.04%	11.03%	243,029	-11,656	-4.58%	15,672,940	Jun 30, 2024
MIZUHO MARKETS CAYMAN LP	0.01%	9.62%	33,625	-57,715	-63.19%	2,168,476	Jun 30, 2024
THINK INVESTMENTS LP	0.09%	7.55%	568,900	-	-	36,688,361	Jun 30, 2024
HMI CAPITAL MANAGEMENT, L.P.	0.48%	7.29%	2,969,816	-	-	191,523,434	Jun 30, 2024
HYPERION ASSET MANAGEMENT LTD	0.43%	7.11%	2,670,074	421,025	18.72%	172,193,072	Jun 30, 2024
STEADVIEW CAPITAL MANAGEMENT LLC	0.05%	6.27%	289,526	-14,500	-4.77%	18,671,532	Jun 30, 2024
AH CAPITAL MANAGEMENT, L.L.C.	0.16%	5.59%	1,016,697	-	-	65,566,790	Jun 30, 2024
NIKKO ASSET MANAGEMENT AMERICAS, INC.	1.22%	5.58%	7,498,605	-859,466	-10.28%	483,585,036	Jun 30, 2024
CONTOUR ASSET MANAGEMENT LLC	0.41%	5.53%	2,538,833	1,331,163	110.23%	163,729,341	Jun 30, 2024
DEEPWATER ASSET MANAGEMENT, LLC	0.04%	5.10%	217,916	21,727	11.07%	14,053,403	Jun 30, 2024
LANE GENERATIONAL LLC	0.01%	5.07%	66,408	-1,793	-2.63%	4,282,652	Jun 30, 2024
ARK INVESTMENT MANAGEMENT LLC	1.35%	4.75%	8,292,502	-1,761,827	-17.52%	534,783,438	Jun 30, 2024
DRAGONEER INVESTMENT GROUP, LLC	0.55%	4.16%	3,373,167	-15,930	-0.47%	217,535,540	Jun 30, 2024
RIBBIT MANAGEMENT COMPANY, LLC	0.15%	4.10%	913,500	-	-	58,911,615	Jun 30, 2024
GLADSTONE CAPITAL MANAGEMENT LLP	0.12%	4.04%	709,087	-450,994	-38.88%	45,729,021	Jun 30, 2024
LONE PINE CAPITAL LLC	1.24%	4.01%	7,670,523	934,588	13.87%	494,672,028	Jun 30, 2024
CONTRARIUS INVESTMENT MANAGEMENT LTD	0.14%	3.54%	877,450	-926	-0.11%	56,587,000	Jun 30, 2024

The largest Block shareholder by % of total assets is SIH PARTNERS, LLLP. The company owns 337.15K shares of Block (SQ), representing 21.01% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	7.39%	0.06%	45,542,276	9,031,026	24.73%	2,937,021,379	Jun 30, 2024
NORGES BANK	1.26%	0.07%	7,758,614	7,758,614	100.00%	500,353,017	Jun 30, 2024
JPMORGAN CHASE & CO	2.37%	0.08%	14,596,807	6,340,148	76.79%	941,348,105	Jun 30, 2024
BAILLIE GIFFORD & CO	1.64%	0.51%	10,085,229	3,163,975	45.71%	650,396,418	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.52%	0.10%	3,220,575	2,594,017	414.01%	207,694,882	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.37%	0.23%	2,265,730	2,057,406	987.60%	146,116,928	Jun 30, 2024
D. E. SHAW & CO., INC.	0.38%	0.14%	2,330,736	1,789,082	330.30%	150,309,165	Jun 30, 2024
AMUNDI	0.69%	0.10%	4,223,105	1,551,720	58.09%	272,136,886	Jun 30, 2024
BLACKROCK INC.	5.05%	0.05%	31,159,307	1,512,567	5.10%	2,009,463,693	Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.	0.30%	0.35%	1,831,962	1,430,802	356.67%	118,143,229	Jun 30, 2024
KODAI CAPITAL MANAGEMENT LP	0.23%	1.75%	1,428,959	1,428,959	100.00%	92,153,566	Jun 30, 2024
CONTOUR ASSET MANAGEMENT LLC	0.41%	5.53%	2,538,833	1,331,163	110.23%	163,729,341	Jun 30, 2024
BARCLAYS PLC	0.25%	0.03%	1,524,200	1,291,500	555.01%	98,295,000	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	0.74%	0.18%	4,541,457	1,156,151	34.15%	292,878,641	Jun 30, 2024
EVERGREEN QUALITY FUND GP, LTD.	0.17%	2.78%	1,046,300	1,046,300	100.00%	67,475,887	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.17%	0.17%	1,020,298	1,020,298	100.00%	65,798,996	Jun 30, 2024
LONE PINE CAPITAL LLC	1.24%	4.01%	7,670,523	934,588	13.87%	494,672,028	Jun 30, 2024
WALLEYE CAPITAL LLC	0.23%	0.17%	1,436,800	875,200	155.84%	92,659,232	Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC	0.14%	0.51%	869,233	869,233	100.00%	56,056,836	Jun 30, 2024
D1 CAPITAL PARTNERS L.P.	0.30%	1.99%	1,831,342	795,000	76.71%	118,103,246	Jun 30, 2024

As of Jun 30 2024, Block's largest institutional buyer is VANGUARD GROUP INC. The company purchased 9.03M stocks of SQ, valued at $2.94B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAPITAL WORLD INVESTORS	0.64%	0.04%	3,919,519	-9,177,095	-70.07%	252,769,718	Jun 30, 2024
FMR LLC	3.39%	0.09%	20,876,976	-8,467,083	-28.85%	1,346,356,140	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.86%	0.06%	5,290,298	-3,267,913	-38.18%	341,171,318	Jun 30, 2024
COATUE MANAGEMENT LLC	-	-	-	-2,290,763	-100.00%	-	Jun 30, 2024
TRIVEST ADVISORS LTD	-	-	-	-1,970,000	-100.00%	-	Jun 30, 2024
EGERTON CAPITAL (UK) LLP	-	-	-	-1,900,407	-100.00%	-	Jun 30, 2024
ARK INVESTMENT MANAGEMENT LLC	1.35%	4.75%	8,292,502	-1,761,827	-17.52%	534,783,438	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	0.11%	0.10%	662,500	-1,692,200	-71.86%	42,724,624	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.03%	0.03%	214,006	-1,608,794	-88.26%	13,801,247	Jun 30, 2024
D. E. SHAW & CO., INC.	0.31%	0.11%	1,905,800	-1,006,600	-34.56%	122,905,042	Jun 30, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.	1.43%	0.42%	8,789,741	-967,250	-9.91%	566,850,397	Jun 30, 2024
PARNASSUS INVESTMENTS, LLC	-	-	-	-940,723	-100.00%	-	Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC	0.20%	0.07%	1,252,159	-880,287	-41.28%	80,751,734	Jun 30, 2024
NIKKO ASSET MANAGEMENT AMERICAS, INC.	1.22%	5.58%	7,498,605	-859,466	-10.28%	483,585,036	Jun 30, 2024
SILICON VALLEY COMMUNITY FOUNDATION	0.17%	3.09%	1,064,435	-815,000	-43.36%	68,645,413	Jun 30, 2024
SCGE MANAGEMENT, L.P.	0.03%	0.22%	173,728	-736,772	-80.92%	11,203,719	Jun 30, 2024
BARCLAYS PLC	-	-	-	-688,800	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.05%	0.01%	336,800	-649,500	-65.85%	21,720,232	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.01%	0.03%	87,187	-592,176	-87.17%	5,527,823	Jun 30, 2024
PEAK6 INVESTMENTS LLC	0.08%	0.08%	485,800	-583,100	-54.55%	31,329,242	Jun 30, 2024

As of Jun 30 2024, Block's biggest institutional seller is CAPITAL WORLD INVESTORS. The company sold -9.18M shares of SQ, valued at $252.77M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.26%	0.07%	7,758,614	7,758,614	100.00%	500,353,017	Jun 30, 2024
KODAI CAPITAL MANAGEMENT LP	0.23%	1.75%	1,428,959	1,428,959	100.00%	92,153,566	Jun 30, 2024
EVERGREEN QUALITY FUND GP, LTD.	0.17%	2.78%	1,046,300	1,046,300	100.00%	67,475,887	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.17%	0.17%	1,020,298	1,020,298	100.00%	65,798,996	Jun 30, 2024
MARSHALL WACE, LLP	0.08%	0.04%	500,000	500,000	100.00%	32,245,000	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.07%	0.07%	458,156	458,156	100.00%	29,400,481	Jun 30, 2024
CORONATION FUND MANAGERS LTD.	0.04%	0.50%	271,460	271,460	100.00%	17,506,456	Jun 30, 2024
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	0.03%	1.72%	167,709	167,709	100.00%	10,815,540	Jun 30, 2024
III CAPITAL MANAGEMENT	0.02%	0.44%	145,100	145,100	100.00%	9,357,499	Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)	0.02%	0.09%	117,237	117,237	100.00%	7,561,000	Jun 30, 2024
IMC-CHICAGO, LLC	0.02%	0.00%	114,569	114,569	100.00%	7,388,555	Jun 30, 2024
GFS ADVISORS, LLC	0.02%	0.00%	112,670	112,670	100.00%	6,000	Jun 30, 2024
AZORA CAPITAL LP	0.02%	0.33%	109,809	109,809	100.00%	7,081,582	Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.01%	0.02%	85,389	85,389	100.00%	5,506,737	Jun 30, 2024
HARTLINE INVESTMENT CORP/	0.01%	0.74%	84,818	84,818	100.00%	5,469,913	Jun 30, 2024
INVENOMIC CAPITAL MANAGEMENT LP	0.01%	0.23%	72,917	72,917	100.00%	4,702,417	Jun 30, 2024
EISLER CAPITAL (UK) LTD.	0.01%	0.02%	56,085	56,085	100.00%	3,616,951	Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC	0.01%	0.29%	53,740	53,740	100.00%	3,465,693	Jun 30, 2024
CMT CAPITAL MARKETS TRADING GMBH	0.01%	0.04%	53,323	53,323	100.00%	3,439,000	Jun 30, 2024
J. SAFRA SARASIN HOLDING AG	0.01%	0.05%	40,738	40,738	100.00%	2,627,193	Jun 30, 2024
MBB PUBLIC MARKETS I LLC	0.01%	0.05%	39,880	39,880	100.00%	2,571,861	Jun 30, 2024
CENTERBOOK PARTNERS LP	0.01%	0.14%	33,870	33,870	100.00%	2,184,276	Jun 30, 2024
HOLOCENE ADVISORS, LP	0.01%	0.01%	31,687	31,687	100.00%	2,043,495	Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC	0.01%	0.25%	31,025	31,025	100.00%	2,000,802	Jun 30, 2024
PEARL RIVER CAPITAL, LLC	0.00%	0.30%	29,433	29,433	100.00%	1,898,134	Jun 30, 2024
VERITION FUND MANAGEMENT LLC	0.00%	0.01%	25,700	25,700	100.00%	1,657,393	Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	0.00%	0.23%	21,980	21,980	100.00%	1,417,490	Jun 30, 2024
EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.00%	0.01%	21,058	21,058	100.00%	1,358,000	Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP	0.00%	0.87%	18,982	18,982	100.00%	1,224,149	Jun 30, 2024
VERITION FUND MANAGEMENT LLC	0.00%	0.01%	18,700	18,700	100.00%	1,205,963	Jun 30, 2024
EISLER CAPITAL (UK) LTD.	0.00%	0.01%	16,313	16,313	100.00%	1,051,995	Jun 30, 2024
HOHIMER WEALTH MANAGEMENT, LLC	0.00%	0.23%	15,253	15,253	100.00%	983,666	Jun 30, 2024
SHELTON WEALTH MANAGEMENT, LLC	0.00%	0.54%	14,645	14,645	100.00%	944,456	Jun 30, 2024
ONE RIVER ASSET MANAGEMENT, LLC	0.00%	0.06%	13,800	13,800	100.00%	889,962	Jun 30, 2024
ATOM INVESTORS LP	0.00%	0.09%	13,796	13,796	100.00%	889,704	Jun 30, 2024
VIRTUS ETF ADVISERS LLC	0.00%	0.37%	11,571	11,571	100.00%	746,214	Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.00%	0.08%	11,330	11,330	100.00%	731,000	Jun 30, 2024
EISLER CAPITAL (US) LLC	0.00%	0.01%	10,962	10,962	100.00%	706,939	Jun 30, 2024
MAVERICK CAPITAL LTD	0.00%	0.01%	9,302	9,302	100.00%	599,886	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.00%	0.00%	8,100	8,100	100.00%	522,369	Jun 30, 2024
ALGERT GLOBAL LLC	0.00%	0.02%	7,493	7,493	100.00%	483,000	Jun 30, 2024
KNOLLWOOD INVESTMENT ADVISORY, LLC	0.00%	0.05%	7,306	7,306	100.00%	471,164	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.00%	0.00%	7,270	7,270	100.00%	2,668,090	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.00%	0.00%	7,131	7,131	100.00%	459,878	Jun 30, 2024
GAME CREEK CAPITAL, LP	0.00%	0.23%	7,000	7,000	100.00%	451,430	Jun 30, 2024
CHOREO, LLC	0.00%	0.01%	6,712	6,712	100.00%	428,846	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	0.00%	0.03%	6,335	6,335	100.00%	408,544	Jun 30, 2024
BARINGS LLC	0.00%	0.01%	6,287	6,287	100.00%	405,449	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	0.00%	0.07%	6,160	6,160	100.00%	397,258	Jun 30, 2024
ONE RIVER ASSET MANAGEMENT, LLC	0.00%	0.03%	6,000	6,000	100.00%	386,940	Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP	0.00%	0.07%	5,921	5,921	100.00%	381,845	Jun 30, 2024
DOLIVER ADVISORS, LP	0.00%	0.10%	5,816	5,816	100.00%	375,074	Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC	0.00%	0.01%	5,100	5,100	100.00%	328,899	Jun 30, 2024
IPG INVESTMENT ADVISORS LLC	0.00%	0.07%	5,077	5,077	100.00%	327,416	Jun 30, 2024
HARBERT FUND ADVISORS, INC.	0.00%	0.23%	5,000	5,000	100.00%	322,450	Jun 30, 2024
ONE RIVER ASSET MANAGEMENT, LLC	0.00%	0.02%	4,620	4,620	100.00%	297,945	Jun 30, 2024
EXCEL SECURITIES & ASSOCIATES, INC.	0.00%	0.06%	4,163	4,163	100.00%	268,878	Jun 30, 2024
GOLDEN STATE EQUITY PARTNERS	0.00%	0.06%	4,141	4,141	100.00%	267,056	Jun 30, 2024
STATE OF ALASKA, DEPARTMENT OF REVENUE	0.00%	0.00%	4,130	4,130	100.00%	266,000	Jun 30, 2024
CHANEY CAPITAL MANAGEMENT, INC.	0.00%	0.17%	3,970	3,970	100.00%	256,025	Jun 30, 2024
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.00%	0.04%	3,733	3,733	100.00%	240,741	Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC	0.00%	0.02%	3,698	3,698	100.00%	238,484	Jun 30, 2024
FOCUSED WEALTH MANAGEMENT, INC	0.00%	0.03%	3,600	3,600	100.00%	232,164	Jun 30, 2024
KENSINGTON INVESTMENT COUNSEL, LLC	0.00%	0.10%	3,431	3,431	100.00%	221,265	Jun 30, 2024
CITIZENS FINANCIAL GROUP INC/RI	0.00%	0.00%	3,277	3,277	100.00%	211,334	Jun 30, 2024
SIVIA CAPITAL PARTNERS, LLC	0.00%	0.14%	3,220	3,220	100.00%	207,658	Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC	0.00%	0.02%	3,107	3,107	100.00%	200,370	Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC	0.00%	0.06%	1,869	1,869	100.00%	120,533	Jun 30, 2024
ENTRYPOINT CAPITAL, LLC	0.00%	0.16%	1,682	1,682	100.00%	108,472	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.02%	1,424	1,424	100.00%	91,834	Jun 30, 2024
VISTA PRIVATE WEALTH PARTNERS. LLC	0.00%	0.03%	1,311	1,311	100.00%	84,547	Jun 30, 2024
PATHSTONE HOLDINGS, LLC	0.00%	-	1,000	1,000	100.00%	226	Jun 30, 2024
HOBBS GROUP ADVISORS, LLC	0.00%	0.01%	761	761	100.00%	36,573	Jun 30, 2024
MIZUHO BANK, LTD.	0.00%	0.01%	650	650	100.00%	41,919	Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC	0.00%	0.02%	525	525	100.00%	44,405	Jun 30, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC	-	0.00%	293	293	100.00%	18,896	Jun 30, 2024
OPAL WEALTH ADVISORS, LLC	-	0.01%	284	284	100.00%	18,316	Jun 30, 2024
MFA WEALTH ADVISORS, LLC	-	0.00%	267	267	100.00%	17,219	Jun 30, 2024
INTERVAL PARTNERS, LP	-	0.04%	266	266	100.00%	1,715,434	Jun 30, 2024
GREAT LAKES RETIREMENT, INC.	-	0.00%	202	202	100.00%	13,027	Jun 30, 2024
PRIVATE OCEAN, LLC	-	0.00%	200	200	100.00%	12,898	Jun 30, 2024
FAMILY FIRM, INC.	-	0.00%	171	171	100.00%	11,028	Jun 30, 2024
	-	0.00%	150	150	100.00%	9,674	Jun 30, 2024
BROWN, LISLE/CUMMINGS, INC.	-	0.00%	150	150	100.00%	9,674	Jun 30, 2024
FINANCIAL CONNECTIONS GROUP, INC.	-	0.00%	140	140	100.00%	9,000	Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	-	0.00%	136	136	100.00%	8,767	Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT	-	0.00%	132	132	100.00%	8,000	Jun 30, 2024
GILLILAND JETER WEALTH MANAGEMENT LLC	-	0.00%	71	71	100.00%	4,579	Jun 30, 2024
FOSTER DYKEMA CABOT & PARTNERS, LLC	-	0.00%	66	66	100.00%	4,256	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	-	0.00%	59	59	100.00%	3,804	Jun 30, 2024
GAME PLAN FINANCIAL ADVISORS, LLC	-	0.00%	50	50	100.00%	3,224	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	-	0.00%	40	40	100.00%	2,580	Jun 30, 2024
WEST PACES ADVISORS INC.	-	0.00%	30	30	100.00%	1,935	Jun 30, 2024
LEGACY BRIDGE, LLC	-	0.00%	30	30	100.00%	1,935	Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC	-	0.00%	22	22	100.00%	1,419	Jun 30, 2024
SWAN CAPITAL LLC	-	0.00%	12	12	100.00%	774	Jun 30, 2024
RALEIGH CAPITAL MANAGEMENT INC.	-	0.00%	11	11	100.00%	715	Jun 30, 2024
PROFFITT & GOODSON INC	-	-	1	1	100.00%	65	Jun 30, 2024
LEGEND FINANCIAL ADVISORS, INC.	-	-	1	1	100.00%	64	Jun 30, 2024

Block's largest new institutional shareholder by number of shares is NORGES BANK, purchased 7.76M shares, valued at $500.35M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COATUE MANAGEMENT LLC	-	-	-	-2,290,763	-100.00%	-	Jun 30, 2024
TRIVEST ADVISORS LTD	-	-	-	-1,970,000	-100.00%	-	Jun 30, 2024
EGERTON CAPITAL (UK) LLP	-	-	-	-1,900,407	-100.00%	-	Jun 30, 2024
PARNASSUS INVESTMENTS, LLC	-	-	-	-940,723	-100.00%	-	Jun 30, 2024
BARCLAYS PLC	-	-	-	-688,800	-100.00%	-	Jun 30, 2024
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	-	-	-	-340,000	-100.00%	-	Jun 30, 2024
SOROS FUND MANAGEMENT LLC	-	-	-	-300,000	-100.00%	-	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	-	-	-	-255,686	-100.00%	-	Jun 30, 2024
1832 ASSET MANAGEMENT L.P.	-	-	-	-250,000	-100.00%	-	Jun 30, 2024
SHELLBACK CAPITAL, LP	-	-	-	-248,372	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-215,700	-100.00%	-	Jun 30, 2024
VESTOR CAPITAL, LLC	-	-	-	-211,926	-100.00%	-	Jun 30, 2024
MARSHALL WACE, LLP	-	-	-	-209,577	-100.00%	-	Jun 30, 2024
ALTA PARK CAPITAL, LP	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
TEKNE CAPITAL MANAGEMENT, LLC	-	-	-	-160,395	-100.00%	-	Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.	-	-	-	-125,000	-100.00%	-	Jun 30, 2024
SCION ASSET MANAGEMENT, LLC	-	-	-	-90,000	-100.00%	-	Jun 30, 2024
OCTAHEDRON CAPITAL MANAGEMENT L.P.	-	-	-	-86,500	-100.00%	-	Jun 30, 2024
RESOLUTE CAPITAL ASSET PARTNERS LLC	-	-	-	-60,000	-100.00%	-	Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC	-	-	-	-58,400	-100.00%	-	Jun 30, 2024
SQUAREPOINT OPS LLC	-	-	-	-57,327	-100.00%	-	Jun 30, 2024
CAPITAL INTERNATIONAL SARL	-	-	-	-51,651	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-50,000	-100.00%	-	Jun 30, 2024
METAVASI CAPITAL LP	-	-	-	-50,000	-100.00%	-	Jun 30, 2024
CAPITAL INTERNATIONAL LTD /CA/	-	-	-	-47,325	-100.00%	-	Jun 30, 2024
RPG INVESTMENT ADVISORY, LLC	-	-	-	-47,075	-100.00%	-	Jun 30, 2024
MARK ASSET MANAGEMENT LP	-	-	-	-39,626	-100.00%	-	Jun 30, 2024
NWK GROUP, INC.	-	-	-	-38,842	-100.00%	-	Jun 30, 2024
HIGHTOWER ADVISORS, LLC	-	-	-	-35,000	-100.00%	-	Jun 30, 2024
GLOBAL ASSETS ADVISORY, LLC	-	-	-	-29,570	-100.00%	-	Jun 30, 2024
TUDOR INVESTMENT CORP ET AL	-	-	-	-27,800	-100.00%	-	Jun 30, 2024
ALIGHT CAPITAL MANAGEMENT LP	-	-	-	-25,000	-100.00%	-	Jun 30, 2024
MAXI INVESTMENTS CY LTD	-	-	-	-24,756	-100.00%	-	Jun 30, 2024
CAPITAL INTERNATIONAL, INC./CA/	-	-	-	-24,405	-100.00%	-	Jun 30, 2024
WINTON GROUP LTD	-	-	-	-19,886	-100.00%	-	Jun 30, 2024
GREENLAND CAPITAL MANAGEMENT LP	-	-	-	-17,864	-100.00%	-	Jun 30, 2024
RETIREFUL, LLC	-	-	-	-16,800	-100.00%	-	Jun 30, 2024
INSIGHT HOLDINGS GROUP, LLC	-	-	-	-15,200	-100.00%	-	Jun 30, 2024
LINCOLN NATIONAL CORP	-	-	-	-14,392	-100.00%	-	Jun 30, 2024
POLIANTA LTD	-	-	-	-13,700	-100.00%	-	Jun 30, 2024
JOSH ARNOLD INVESTMENT CONSULTANT, LLC	-	-	-	-10,275	-100.00%	-	Jun 30, 2024
SEAPORT GLOBAL ADVISORS, LLC	-	-	-	-10,243	-100.00%	-	Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC	-	-	-	-10,220	-100.00%	-	Jun 30, 2024
RFG ADVISORY, LLC	-	-	-	-10,143	-100.00%	-	Jun 30, 2024
GAINPLAN LLC	-	-	-	-10,066	-100.00%	-	Jun 30, 2024
DRW SECURITIES, LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
CLEAR STREET MARKETS LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
LA BANQUE POSTALE ASSET MANAGEMENT SA	-	-	-	-9,748	-100.00%	-	Jun 30, 2024
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.	-	-	-	-9,553	-100.00%	-	Jun 30, 2024
KINNERET ADVISORY, LLC	-	-	-	-9,111	-100.00%	-	Jun 30, 2024
JUMP FINANCIAL, LLC	-	-	-	-8,002	-100.00%	-	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	-	-	-	-7,500	-100.00%	-	Jun 30, 2024
ULYSSES MANAGEMENT LLC	-	-	-	-7,500	-100.00%	-	Jun 30, 2024
CYNDEO WEALTH PARTNERS, LLC	-	-	-	-7,207	-100.00%	-	Jun 30, 2024
SHEETS SMITH WEALTH MANAGEMENT	-	-	-	-6,811	-100.00%	-	Jun 30, 2024
O'NEIL GLOBAL ADVISORS, INC.	-	-	-	-6,782	-100.00%	-	Jun 30, 2024
WILLIAMSON LEGACY GROUP, LLC	-	-	-	-6,364	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-6,278	-100.00%	-	Jun 30, 2024
BALENTINE LLC	-	-	-	-6,222	-100.00%	-	Jun 30, 2024
NATIONAL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-6,121	-100.00%	-	Jun 30, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.	-	-	-	-6,049	-100.00%	-	Jun 30, 2024
PRIVATE PORTFOLIO PARTNERS LLC	-	-	-	-5,826	-100.00%	-	Jun 30, 2024
SYNERGY FINANCIAL GROUP, LTD	-	-	-	-5,795	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-5,681	-100.00%	-	Jun 30, 2024
CRAWFORD FUND MANAGEMENT, LLC	-	-	-	-5,500	-100.00%	-	Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP	-	-	-	-5,298	-100.00%	-	Jun 30, 2024
CHESAPEAKE CAPITAL CORP /IL/	-	-	-	-5,074	-100.00%	-	Jun 30, 2024
LEVIN CAPITAL STRATEGIES, L.P.	-	-	-	-5,000	-100.00%	-	Jun 30, 2024
MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD.	-	-	-	-5,000	-100.00%	-	Jun 30, 2024
GLADSTONE INSTITUTIONAL ADVISORY LLC	-	-	-	-4,956	-100.00%	-	Jun 30, 2024
VERUS CAPITAL PARTNERS, LLC	-	-	-	-4,820	-100.00%	-	Jun 30, 2024
FAIRFIELD, BUSH & CO.	-	-	-	-4,717	-100.00%	-	Jun 30, 2024
GUGGENHEIM CAPITAL LLC	-	-	-	-4,660	-100.00%	-	Jun 30, 2024
PRINCIPAL STREET PARTNERS, LLC	-	-	-	-4,207	-100.00%	-	Jun 30, 2024
VIENNA ASSET MANAGEMENT LLC	-	-	-	-4,135	-100.00%	-	Jun 30, 2024
WBI INVESTMENTS, INC.	-	-	-	-4,121	-100.00%	-	Jun 30, 2024
STRATEGIC BLUEPRINT, LLC	-	-	-	-4,110	-100.00%	-	Jun 30, 2024
PROSPERITY CONSULTING GROUP, LLC	-	-	-	-4,003	-100.00%	-	Jun 30, 2024
GREEN SQUARE CAPITAL ADVISORS LLC	-	-	-	-3,673	-100.00%	-	Jun 30, 2024
ASB CONSULTORES, LLC	-	-	-	-3,645	-100.00%	-	Jun 30, 2024
CANTON HATHAWAY, LLC	-	-	-	-3,640	-100.00%	-	Jun 30, 2024
AMERITAS ADVISORY SERVICES, LLC	-	-	-	-3,531	-100.00%	-	Jun 30, 2024
ARISTEIA CAPITAL LLC	-	-	-	-3,456	-100.00%	-	Jun 30, 2024
SHEAFF BROCK INVESTMENT ADVISORS, LLC	-	-	-	-3,407	-100.00%	-	Jun 30, 2024
KINGSWOOD WEALTH ADVISORS, LLC	-	-	-	-3,396	-100.00%	-	Jun 30, 2024
CHIRON CAPITAL MANAGEMENT, LLC	-	-	-	-3,215	-100.00%	-	Jun 30, 2024
THOMPSON SIEGEL & WALMSLEY LLC	-	-	-	-3,200	-100.00%	-	Jun 30, 2024
WAYPOINT WEALTH PARTNERS INC.	-	-	-	-3,140	-100.00%	-	Jun 30, 2024
PINNACLE ASSOCIATES LTD	-	-	-	-3,134	-100.00%	-	Jun 30, 2024
BUCKINGHAM STRATEGIC PARTNERS	-	-	-	-3,121	-100.00%	-	Jun 30, 2024
POWELL INVESTMENT ADVISORS, LLC	-	-	-	-3,097	-100.00%	-	Jun 30, 2024
HOWARD WEALTH MANAGEMENT, LLC	-	-	-	-3,058	-100.00%	-	Jun 30, 2024
CORNERSTONE WEALTH MANAGEMENT, LLC	-	-	-	-3,053	-100.00%	-	Jun 30, 2024
MARSHALL FINANCIAL GROUP LLC	-	-	-	-3,030	-100.00%	-	Jun 30, 2024
JOHNSON & WHITE WEALTH MANAGEMENT, LLC	-	-	-	-3,022	-100.00%	-	Jun 30, 2024
CASCADE FINANCIAL PARTNERS, LLC	-	-	-	-3,005	-100.00%	-	Jun 30, 2024
FINANCIAL COUNSELORS INC	-	-	-	-2,990	-100.00%	-	Jun 30, 2024
FINANCIAL SENSE ADVISORS, INC.	-	-	-	-2,978	-100.00%	-	Jun 30, 2024
SIMON QUICK ADVISORS, LLC	-	-	-	-2,971	-100.00%	-	Jun 30, 2024

Block's largest sold out institutional shareholder by shares sold is COATUE MANAGEMENT LLC, sold -2.29M shares, valued at -, as of undefined.

Block Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
BERKSHIRE FUNDS	6.26%	146,490	-22,890	-13.51%	Mar 31, 2024
Virtus Convertible & Income 2024 Target Term Fund	5.36%	10,000,000	-	-	Jan 31, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund	3.17%	12,500,000	-	-	Jan 31, 2024
VOYAGEUR MUTUAL FUNDS III	3.08%	30,399	-	-	Jan 31, 2024
AMERICAN CENTURY GROWTH FUNDS, INC.	2.78%	432,727	36,329	9.16%	Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund	2.60%	6,165,000	1,865,000	43.37%	Jan 31, 2024
Virtus Equity & Convertible Income Fund	2.57%	5,100,000	1,455,000	39.92%	Jan 31, 2024
HARTFORD HLS SERIES FUND II INC	2.52%	619,870	-	-	Dec 31, 2023
Investment House Funds	2.39%	25,000	-	-	Jan 31, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund	2.28%	9,000,000	-	-	Jan 31, 2024
Virtus Diversified Income & Convertible Fund	2.20%	4,465,000	1,320,000	41.97%	Jan 31, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund	1.95%	7,710,000	-	-	Jan 31, 2024
ADVENT CONVERTIBLE & INCOME FUND	1.85%	6,359,000	-	-	Jan 31, 2024
GABELLI GROWTH FUND	1.81%	102,500	-	-	Dec 29, 2023
Virtus Dividend, Interest & Premium Strategy Fund	1.75%	4,160,000	-	-	Jan 31, 2024
Virtus Convertible & Income Fund	1.73%	8,545,000	-	-	Jan 31, 2024
Virtus Convertible & Income Fund II	1.71%	6,460,000	-	-	Jan 31, 2024
Virtus Equity & Convertible Income Fund	1.68%	3,330,000	-	-	Jan 31, 2024
Virtus Convertible & Income Fund II	1.48%	5,565,000	1,645,000	41.96%	Jan 31, 2024
Virtus Convertible & Income Fund	1.43%	7,045,000	2,080,000	41.89%	Jan 31, 2024
PUTNAM CONVERTIBLE SECURITIES FUND	1.41%	6,876,000	-	-	Jan 31, 2024
Virtus Strategy Trust	1.41%	29,805,000	-	-	Mar 28, 2024
VICTORY VARIABLE INSURANCE FUNDS	1.41%	720,000	-	-	Mar 31, 2024
Virtus Diversified Income & Convertible Fund	1.40%	2,855,000	-	-	Jan 31, 2024
Virtus Strategy Trust	1.33%	28,035,000	-	-	Mar 28, 2024
Ark ETF Trust	1.30%	10,406,573	74,773	0.72%	Jan 31, 2024
Virtus Equity & Convertible Income Fund	1.29%	2,550,000	-	-	Jan 31, 2024
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC	1.26%	1,000,000	-	-	Dec 29, 2023
TAX-MANAGED GROWTH PORTFOLIO	1.15%	434,159	-	-	Mar 31, 2024
Calamos Dynamic Convertible & Income Fund	1.15%	8,750,000	-	-	Jan 31, 2024
Calamos Dynamic Convertible & Income Fund	1.05%	8,000,000	-	-	Jan 31, 2024
Calamos Dynamic Convertible & Income Fund	1.05%	8,000,000	-	-	Jan 31, 2024
Virtus Equity & Convertible Income Fund	1.05%	2,075,000	-	-	Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund	1.03%	2,435,000	-	-	Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund	0.99%	2,345,000	-	-	Jan 31, 2024
Virtus Equity & Convertible Income Fund	0.97%	1,930,000	-	-	Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND	0.90%	11,250,000	-	-	Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND	0.89%	10,250,000	-	-	Jan 31, 2024
Virtus Diversified Income & Convertible Fund	0.85%	1,725,000	-	-	Jan 31, 2024
CALAMOS ADVISORS TRUST/IL	0.82%	60,000	-	-	Mar 31, 2024
CALAMOS ADVISORS TRUST/IL	0.82%	60,000	-	-	Mar 31, 2024
BNY MELLON RESEARCH GROWTH FUND, INC.	0.80%	465,575	465,575	-	Feb 29, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND	0.80%	10,000,000	-	-	Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND	0.80%	10,000,000	-	-	Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND	0.78%	9,000,000	-	-	Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND	0.78%	9,000,000	-	-	Jan 31, 2024
TETON WESTWOOD FUNDS	0.77%	500,000	-	-	Dec 29, 2023
TETON WESTWOOD FUNDS	0.77%	500,000	-	-	Dec 29, 2023
TETON WESTWOOD FUNDS	0.77%	500,000	-	-	Dec 29, 2023
TOUCHSTONE INSTITUTIONAL FUNDS TRUST	0.77%	842,935	218,919	35.08%	Sep 30, 2020
VANGUARD VALLEY FORGE FUNDS	0.73%	381,139	-	-	Mar 31, 2024
Virtus Diversified Income & Convertible Fund	0.72%	1,470,000	-	-	Jan 31, 2024
BANCROFT FUND LTD	0.72%	1,000,000	-	-	Dec 29, 2023
BANCROFT FUND LTD	0.72%	1,000,000	-	-	Dec 29, 2023
AGF Investments Trust	0.72%	-13,621	4,802	-26.07%	Mar 31, 2024
ELLSWORTH GROWTH & INCOME FUND LTD	0.71%	1,000,000	-	-	Dec 29, 2023
ELLSWORTH GROWTH & INCOME FUND LTD	0.71%	1,000,000	-	-	Dec 29, 2023
PUTNAM CONVERTIBLE SECURITIES FUND	0.70%	3,395,000	-	-	Jan 31, 2024
Virtus Strategy Trust	0.69%	14,520,000	-	-	Mar 28, 2024
Virtus Investment Trust	0.67%	23,070,000	-	-	Mar 28, 2024
Franklin Investors Securities Trust	0.65%	45,000,000	-	-	Jan 31, 2024
Clough Global Equity Fund	0.65%	39,960	-	-	Jan 31, 2024
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC	0.63%	500,000	-	-	Dec 29, 2023
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC	0.63%	500,000	-	-	Dec 29, 2023
PARNASSUS FUNDS	0.63%	940,723	106,429	12.76%	Mar 31, 2024
Capital Group Growth ETF	0.62%	241,573	54,038	28.81%	Feb 29, 2024
ALGER INSTITUTIONAL FUNDS	0.61%	157,680	-	-	Jan 31, 2024
Virtus Investment Trust	0.57%	19,765,000	-	-	Mar 28, 2024
Esoterica Thematic Trust	0.56%	1,337	-134	-9.11%	Oct 31, 2022
AMERICAN CENTURY MUTUAL FUNDS, INC.	0.56%	5,601,000	-	-	Jan 31, 2024
Siren ETF Trust	0.55%	20,468	-11,225	-35.42%	Mar 31, 2024
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.	0.53%	251,416	-	-	Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.53%	619,000	-	-	Mar 28, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 18	0.52%	131,883	-	-	Feb 29, 2024
T. Rowe Price Global Technology Fund, Inc.	0.52%	259,632	-	-	Mar 31, 2024
PARNASSUS INCOME FUNDS	0.52%	3,000,000	3,000,000	-	Mar 31, 2024
CALAMOS GLOBAL TOTAL RETURN FUND	0.52%	1,195,000	-	-	Jan 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND	0.51%	5,720,000	-	-	Jan 31, 2024
Virtus Convertible & Income Fund II	0.49%	1,855,000	-	-	Jan 31, 2024
Virtus Convertible & Income Fund	0.48%	2,385,000	-	-	Jan 31, 2024
BlackRock Series Fund II, Inc.	0.48%	102,000	-	-	Mar 31, 2024
MFS SERIES TRUST II	0.45%	1,433,954	-	-	Feb 29, 2024
ARBITRAGE FUNDS	0.44%	2,000,000	-	-	Feb 29, 2024
Virtus Investment Trust	0.42%	14,370,000	-	-	Mar 28, 2024
FIDELITY FINANCIAL TRUST	0.39%	6,964,000	6,817,000	4637.41%	Feb 29, 2024
Calamos Global Dynamic Income Fund	0.39%	4,544,000	-	-	Jan 31, 2024
TETON WESTWOOD FUNDS	0.39%	250,000	-	-	Dec 29, 2023
ADVENT CONVERTIBLE & INCOME FUND	0.38%	1,292,000	-	-	Jan 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.37%	128,400	6,000	4.90%	Mar 31, 2024
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC	0.37%	96,000	-30,000	-23.81%	Feb 28, 2023
CALAMOS GLOBAL TOTAL RETURN FUND	0.36%	835,000	-	-	Jan 31, 2024
BANCROFT FUND LTD	0.36%	500,000	-	-	Dec 29, 2023
Delaware Enhanced Global Dividend & Income Fund	0.36%	131,000	-125,000	-48.83%	Feb 28, 2023
ELLSWORTH GROWTH & INCOME FUND LTD	0.36%	500,000	-	-	Dec 29, 2023
ELLSWORTH GROWTH & INCOME FUND LTD	0.36%	500,000	-	-	Dec 29, 2023
FIDELITY FINANCIAL TRUST	0.34%	6,096,000	-	-	Feb 29, 2024
Virtus Dividend, Interest & Premium Strategy Fund	0.34%	800,000	-	-	Jan 31, 2024
BNY Mellon Large Cap Securities Fund, Inc.	0.33%	137,725	-	-	Mar 31, 2024
John Hancock Hedged Equity & Income Fund	0.33%	50,000	-	-	Mar 31, 2024
PUTNAM HIGH YIELD FUND	0.32%	3,055,000	-	-	Feb 29, 2024

Block's largest mutual fund holder by % of total assets is "BERKSHIRE FUNDS", owning 146.49K shares, compromising 6.26% of its total assets.

Block Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	1,034	-8.66%
31 Mar, 24	1,132	4.24%
31 Dec, 23	1,086	14.44%
30 Sep, 23	949	-7.86%
30 Jun, 23	1,030	-2.74%
31 Mar, 23	1,059	-1.76%
31 Dec, 22	1,078	4.66%
30 Sep, 22	1,030	-5.50%
30 Jun, 22	1,090	-19.38%
31 Mar, 22	1,352	-7.08%
31 Dec, 21	1,455	-1.56%
30 Sep, 21	1,478	2.92%
30 Jun, 21	1,436	3.91%
31 Mar, 21	1,382	4.78%
31 Dec, 20	1,319	24.67%
30 Sep, 20	1,058	13.76%
30 Jun, 20	930	13.97%
31 Mar, 20	816	-5.66%
31 Dec, 19	865	11.47%
30 Sep, 19	776	-6.17%
30 Jun, 19	827	-0.96%
31 Mar, 19	835	13.76%
31 Dec, 18	734	11.38%
30 Sep, 18	659	11.88%
30 Jun, 18	589	8.87%
31 Mar, 18	541	10.86%
31 Dec, 17	488	34.81%
30 Sep, 17	362	12.42%
30 Jun, 17	322	9.52%
31 Mar, 17	294	14.84%
31 Dec, 16	256	21.33%
30 Sep, 16	211	23.39%
30 Jun, 16	171	22.14%
31 Mar, 16	140	32.08%
31 Dec, 15	106	-
30 Sep, 11	1	-
30 Jun, 10	1	-
31 Mar, 10	1	-
31 Mar, 87	1	-

As of 30 Jun 24, 1,034 institutions are holding Block's shares, representing a decrease of -8.66% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	385,379,913	2.21%
31 Mar, 24	377,054,753	-1.62%
31 Dec, 23	383,265,272	4.96%
30 Sep, 23	365,150,800	-4.00%
30 Jun, 23	380,372,404	-3.74%
31 Mar, 23	395,138,445	2.93%
31 Dec, 22	383,904,545	5.79%
30 Sep, 22	362,905,713	-0.63%
30 Jun, 22	365,190,224	-0.86%
31 Mar, 22	368,348,721	15.76%
31 Dec, 21	318,188,762	2.52%
30 Sep, 21	310,373,687	5.74%
30 Jun, 21	293,533,603	0.90%
31 Mar, 21	290,926,578	-1.12%
31 Dec, 20	294,211,554	0.52%
30 Sep, 20	292,701,513	-4.53%
30 Jun, 20	306,604,021	9.53%
31 Mar, 20	279,925,106	9.67%
31 Dec, 19	255,252,969	1.15%
30 Sep, 19	252,345,648	4.44%
30 Jun, 19	241,615,040	8.34%
31 Mar, 19	223,008,672	1.93%
31 Dec, 18	218,779,083	8.83%
30 Sep, 18	201,022,954	-6.12%
30 Jun, 18	214,125,733	1.15%
31 Mar, 18	211,692,018	2.15%
31 Dec, 17	207,245,040	-2.32%
30 Sep, 17	212,166,799	1.97%
30 Jun, 17	208,058,795	17.25%
31 Mar, 17	177,451,420	35.27%
31 Dec, 16	131,187,320	40.08%
30 Sep, 16	93,650,098	62.27%
30 Jun, 16	57,713,436	41.31%
31 Mar, 16	40,842,349	14.50%
31 Dec, 15	35,670,408	-
30 Sep, 11	15,703	-
30 Jun, 10	50	-50.00%
31 Mar, 10	100	-
31 Mar, 87	2,893	-

Block (SQ) has 385.38M shares outstanding as of 30 Jun 24, up 2.21% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	62.52%	1.67%
31 Mar, 24	61.17%	1.54%
31 Dec, 23	62.95%	1.76%
30 Sep, 23	59.74%	1.52%
30 Jun, 23	62.70%	1.46%
31 Mar, 23	65.61%	1.60%
31 Dec, 22	64.10%	1.71%
30 Sep, 22	61.23%	1.53%
30 Jun, 22	63.20%	1.35%
31 Mar, 22	68.55%	1.42%
31 Dec, 21	69.41%	1.53%
30 Sep, 21	67.38%	1.62%
30 Jun, 21	64.45%	1.58%
31 Mar, 21	63.94%	1.45%
31 Dec, 20	66.39%	1.53%
30 Sep, 20	65.86%	1.36%
30 Jun, 20	69.66%	1.68%
31 Mar, 20	64.36%	1.78%
31 Dec, 19	60.06%	1.72%
30 Sep, 19	59.08%	1.81%
30 Jun, 19	57.08%	2.02%
31 Mar, 19	53.19%	1.83%
31 Dec, 18	53.92%	2.24%
30 Sep, 18	49.07%	1.74%
30 Jun, 18	53.09%	1.86%
31 Mar, 18	53.46%	1.79%
31 Dec, 17	54.63%	1.79%
30 Sep, 17	55.26%	1.81%
30 Jun, 17	55.28%	2.36%
31 Mar, 17	48.39%	3.28%
31 Dec, 16	38.41%	5.18%
30 Sep, 16	27.23%	9.15%
30 Jun, 16	17.25%	11.35%
31 Mar, 16	12.33%	2.82%
31 Dec, 15	20.92%	-
30 Sep, 11	0.01%	-
30 Jun, 10	-	500000.00%
31 Mar, 10	0.00%	-
31 Mar, 87	0.00%	-

As of 30 Jun 24, Block is held by 62.52% institutional shareholders, representing a 1.67% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	429	-17.82%
31 Mar, 24	522	-5.78%
31 Dec, 23	554	49.73%
30 Sep, 23	370	-6.33%
30 Jun, 23	395	-15.05%
31 Mar, 23	465	-2.52%
31 Dec, 22	477	13.57%
30 Sep, 22	420	-18.45%
30 Jun, 22	515	-31.88%
31 Mar, 22	756	-1.05%
31 Dec, 21	764	1.73%
30 Sep, 21	751	-0.92%
30 Jun, 21	758	4.26%
31 Mar, 21	727	-7.97%
31 Dec, 20	790	44.69%
30 Sep, 20	546	11.43%
30 Jun, 20	490	16.39%
31 Mar, 20	421	6.31%
31 Dec, 19	396	3.39%
30 Sep, 19	383	-5.67%
30 Jun, 19	406	-11.55%
31 Mar, 19	459	12.78%
31 Dec, 18	407	17.97%
30 Sep, 18	345	11.29%
30 Jun, 18	310	8.77%
31 Mar, 18	285	-1.72%
31 Dec, 17	290	53.44%
30 Sep, 17	189	-2.58%
30 Jun, 17	194	16.87%
31 Mar, 17	166	0.61%
31 Dec, 16	165	37.50%
30 Sep, 16	120	12.15%
30 Jun, 16	107	30.49%
31 Mar, 16	82	-14.58%
31 Dec, 15	96	-
30 Sep, 11	1	-
30 Jun, 10	1	-
31 Mar, 10	1	-
31 Mar, 87	1	-

429 institutional shareholders have increased their position in SQ stock as of 30 Jun 24 compared to 522 in the previous quarter (a -17.82% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	350	5.42%
31 Mar, 24	332	2.79%
31 Dec, 23	323	0.31%
30 Sep, 23	322	-16.58%
30 Jun, 23	386	7.82%
31 Mar, 23	358	-9.60%
31 Dec, 22	396	6.74%
30 Sep, 22	371	4.80%
30 Jun, 22	354	-2.48%
31 Mar, 22	363	-21.09%
31 Dec, 21	460	12.75%
30 Sep, 21	408	4.08%
30 Jun, 21	392	-10.30%
31 Mar, 21	437	27.78%
31 Dec, 20	342	-1.44%
30 Sep, 20	347	20.07%
30 Jun, 20	289	19.42%
31 Mar, 20	242	-8.33%
31 Dec, 19	264	26.32%
30 Sep, 19	209	-7.11%
30 Jun, 19	225	9.76%
31 Mar, 19	205	3.54%
31 Dec, 18	198	3.66%
30 Sep, 18	191	32.64%
30 Jun, 18	144	2.86%
31 Mar, 18	140	29.63%
31 Dec, 17	108	31.71%
30 Sep, 17	82	22.39%
30 Jun, 17	67	11.67%
31 Mar, 17	60	46.34%
31 Dec, 16	41	10.81%
30 Sep, 16	37	42.31%
30 Jun, 16	26	52.94%
31 Mar, 16	17	-
31 Dec, 15	-	-
30 Sep, 11	-	-
30 Jun, 10	-	-
31 Mar, 10	-	-
31 Mar, 87	-	-

350 institutional shareholders have reduced their position in SQ stock as of 30 Jun 24 compared to 332 in the previous quarter (a 5.42% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	1,034	-8.66%	385,379,913	2.21%	62.52%	1.67%	429	-17.82%	350	5.42%
31 Mar, 24	1,132	4.24%	377,054,753	-1.62%	61.17%	1.54%	522	-5.78%	332	2.79%
31 Dec, 23	1,086	14.44%	383,265,272	4.96%	62.95%	1.76%	554	49.73%	323	0.31%
30 Sep, 23	949	-7.86%	365,150,800	-4.00%	59.74%	1.52%	370	-6.33%	322	-16.58%
30 Jun, 23	1,030	-2.74%	380,372,404	-3.74%	62.70%	1.46%	395	-15.05%	386	7.82%
31 Mar, 23	1,059	-1.76%	395,138,445	2.93%	65.61%	1.60%	465	-2.52%	358	-9.60%
31 Dec, 22	1,078	4.66%	383,904,545	5.79%	64.10%	1.71%	477	13.57%	396	6.74%
30 Sep, 22	1,030	-5.50%	362,905,713	-0.63%	61.23%	1.53%	420	-18.45%	371	4.80%
30 Jun, 22	1,090	-19.38%	365,190,224	-0.86%	63.20%	1.35%	515	-31.88%	354	-2.48%
31 Mar, 22	1,352	-7.08%	368,348,721	15.76%	68.55%	1.42%	756	-1.05%	363	-21.09%
31 Dec, 21	1,455	-1.56%	318,188,762	2.52%	69.41%	1.53%	764	1.73%	460	12.75%
30 Sep, 21	1,478	2.92%	310,373,687	5.74%	67.38%	1.62%	751	-0.92%	408	4.08%
30 Jun, 21	1,436	3.91%	293,533,603	0.90%	64.45%	1.58%	758	4.26%	392	-10.30%
31 Mar, 21	1,382	4.78%	290,926,578	-1.12%	63.94%	1.45%	727	-7.97%	437	27.78%
31 Dec, 20	1,319	24.67%	294,211,554	0.52%	66.39%	1.53%	790	44.69%	342	-1.44%
30 Sep, 20	1,058	13.76%	292,701,513	-4.53%	65.86%	1.36%	546	11.43%	347	20.07%
30 Jun, 20	930	13.97%	306,604,021	9.53%	69.66%	1.68%	490	16.39%	289	19.42%
31 Mar, 20	816	-5.66%	279,925,106	9.67%	64.36%	1.78%	421	6.31%	242	-8.33%
31 Dec, 19	865	11.47%	255,252,969	1.15%	60.06%	1.72%	396	3.39%	264	26.32%
30 Sep, 19	776	-6.17%	252,345,648	4.44%	59.08%	1.81%	383	-5.67%	209	-7.11%
30 Jun, 19	827	-0.96%	241,615,040	8.34%	57.08%	2.02%	406	-11.55%	225	9.76%
31 Mar, 19	835	13.76%	223,008,672	1.93%	53.19%	1.83%	459	12.78%	205	3.54%
31 Dec, 18	734	11.38%	218,779,083	8.83%	53.92%	2.24%	407	17.97%	198	3.66%
30 Sep, 18	659	11.88%	201,022,954	-6.12%	49.07%	1.74%	345	11.29%	191	32.64%
30 Jun, 18	589	8.87%	214,125,733	1.15%	53.09%	1.86%	310	8.77%	144	2.86%
31 Mar, 18	541	10.86%	211,692,018	2.15%	53.46%	1.79%	285	-1.72%	140	29.63%
31 Dec, 17	488	34.81%	207,245,040	-2.32%	54.63%	1.79%	290	53.44%	108	31.71%
30 Sep, 17	362	12.42%	212,166,799	1.97%	55.26%	1.81%	189	-2.58%	82	22.39%
30 Jun, 17	322	9.52%	208,058,795	17.25%	55.28%	2.36%	194	16.87%	67	11.67%
31 Mar, 17	294	14.84%	177,451,420	35.27%	48.39%	3.28%	166	0.61%	60	46.34%
31 Dec, 16	256	21.33%	131,187,320	40.08%	38.41%	5.18%	165	37.50%	41	10.81%
30 Sep, 16	211	23.39%	93,650,098	62.27%	27.23%	9.15%	120	12.15%	37	42.31%
30 Jun, 16	171	22.14%	57,713,436	41.31%	17.25%	11.35%	107	30.49%	26	52.94%
31 Mar, 16	140	32.08%	40,842,349	14.50%	12.33%	2.82%	82	-14.58%	17	-
31 Dec, 15	106	-	35,670,408	-	20.92%	-	96	-	-	-
30 Sep, 11	1	-	15,703	-	0.01%	-	1	-	-	-
30 Jun, 10	1	-	50	-50.00%	-	500000.00%	1	-	-	-
31 Mar, 10	1	-	100	-	0.00%	-	1	-	-	-
31 Mar, 87	1	-	2,893	-	0.00%	-	1	-	-	-

Block Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Dale Ajmere	officer	Chief Accounting Officer	S-Sale	Sell	500	$61.88	$30.94K	92,366
Aug 09, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	3,340	$63.98	$213.69K	274,374
Aug 08, 2024	BOTHA ROELOF	director	-	P-Purchase	Buy	313,139	$57.82	$18.11M	434,405
Aug 08, 2024	BOTHA ROELOF	director	-	P-Purchase	Buy	121,266	$56.86	$6.90M	121,266
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	S-Sale	Sell	2,500	$70.00	$175.00K	92,048
Jul 10, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	1,147	$66.57	$76.36K	271,394
Jul 05, 2024	Grassadonia Brian	officer	Cash App Lead	S-Sale	Sell	1,889	$64.37	$121.59K	590,761
Jul 05, 2024	Grassadonia Brian	officer	Cash App Lead	S-Sale	Sell	2,347	$64.41	$151.17K	588,414
Jul 05, 2024	Esperanza Chrysty	officer	Chief Legal Officer	S-Sale	Sell	516	$64.37	$33.21K	92,048
Jul 05, 2024	Dale Ajmere	officer	Chief Accounting Officer	S-Sale	Sell	471	$64.37	$30.32K	92,866
Jul 05, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	1,973	$64.37	$127.00K	277,714
Jul 05, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	3,304	$63.98	$211.39K	274,410

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 08, 2024	BOTHA ROELOF	director	-	P-Purchase	Buy	313,139	$57.82	$18.11M	434,405
Aug 08, 2024	BOTHA ROELOF	director	-	P-Purchase	Buy	121,266	$56.86	$6.90M	121,266

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Dale Ajmere	officer	Chief Accounting Officer	S-Sale	Sell	500	$61.88	$30.94K	92,366
Aug 13, 2024	McKelvey James Morgan Jr.	director	-	C-Conversion	Sell	319,000	-	-	11,940,025
Aug 13, 2024	McKelvey James Morgan Jr.	director	-	G-Gift	Sell	6,527	-	-	8,126
Aug 13, 2024	McKelvey James Morgan Jr.	director	-	G-Gift	Sell	319,000	-	-	-
Aug 09, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	3,340	$63.98	$213.69K	274,374
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	S-Sale	Sell	2,500	$70.00	$175.00K	92,048
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	M-Exempt	Sell	2,500	$13.94	$34.85K	17,500
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	C-Conversion	Sell	2,500	-	-	-
Jul 10, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	1,147	$66.57	$76.36K	271,394
Jul 05, 2024	Grassadonia Brian	officer	Cash App Lead	S-Sale	Sell	1,889	$64.37	$121.59K	590,761
Jul 05, 2024	Grassadonia Brian	officer	Cash App Lead	S-Sale	Sell	2,347	$64.41	$151.17K	588,414
Jul 05, 2024	Esperanza Chrysty	officer	Chief Legal Officer	S-Sale	Sell	516	$64.37	$33.21K	92,048
Jul 05, 2024	Dale Ajmere	officer	Chief Accounting Officer	S-Sale	Sell	471	$64.37	$30.32K	92,866
Jul 05, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	1,973	$64.37	$127.00K	277,714
Jul 05, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	3,304	$63.98	$211.39K	274,410

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Dale Ajmere	officer	Chief Accounting Officer	S-Sale	Sell	500	$61.88	$30.94K	92,366
Aug 13, 2024	McKelvey James Morgan Jr.	director	-	C-Conversion	Sell	319,000	-	-	11,940,025
Aug 13, 2024	McKelvey James Morgan Jr.	director	-	C-Conversion	Buy	319,000	-	-	319,000
Aug 13, 2024	McKelvey James Morgan Jr.	director	-	G-Gift	Sell	6,527	-	-	8,126
Aug 13, 2024	McKelvey James Morgan Jr.	director	-	G-Gift	Sell	319,000	-	-	-
Aug 09, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	3,340	$63.98	$213.69K	274,374
Aug 08, 2024	BOTHA ROELOF	director	-	P-Purchase	Buy	313,139	$57.82	$18.11M	434,405
Aug 08, 2024	BOTHA ROELOF	director	-	P-Purchase	Buy	121,266	$56.86	$6.90M	121,266
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	C-Conversion	Buy	2,500	-	-	94,548
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	S-Sale	Sell	2,500	$70.00	$175.00K	92,048
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	M-Exempt	Sell	2,500	$13.94	$34.85K	17,500
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	M-Exempt	Buy	2,500	-	-	2,500
Jul 17, 2024	Esperanza Chrysty	officer	Chief Legal Officer	C-Conversion	Sell	2,500	-	-	-
Jul 10, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	1,147	$66.57	$76.36K	271,394
Jul 05, 2024	Grassadonia Brian	officer	Cash App Lead	S-Sale	Sell	1,889	$64.37	$121.59K	590,761
Jul 05, 2024	Grassadonia Brian	officer	Cash App Lead	S-Sale	Sell	2,347	$64.41	$151.17K	588,414
Jul 05, 2024	Esperanza Chrysty	officer	Chief Legal Officer	S-Sale	Sell	516	$64.37	$33.21K	92,048
Jul 05, 2024	Dale Ajmere	officer	Chief Accounting Officer	S-Sale	Sell	471	$64.37	$30.32K	92,866
Jul 05, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	1,973	$64.37	$127.00K	277,714
Jul 05, 2024	Ahuja Amrita	officer	CFO & COO	S-Sale	Sell	3,304	$63.98	$211.39K	274,410

The last insider sell of Block's stock was made by Dale Ajmere on Aug 15 2024, selling 500 shares at $61.88 per share (valued at $30.94K). The last insider buy of SQ was made by BOTHA ROELOF on Aug 08 2024, buying 313,139 shares at $57.82 per share (worth $18.11M).

Block Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	11	16	68.75%
Q2 2024	28	29	96.55%
Q1 2024	12	23	52.17%
Q4 2023	10	15	66.67%
Q3 2023	9	18	50.00%
Q2 2023	35	35	100.00%
Q1 2023	35	66	53.03%
Q4 2022	36	60	60.00%
Q3 2022	17	34	50.00%
Q2 2022	40	37	108.11%
Q1 2022	11	12	91.67%
Q4 2021	22	77	28.57%
Q3 2021	28	124	22.58%
Q2 2021	60	174	34.48%
Q1 2021	42	202	20.79%
Q4 2020	28	156	17.95%
Q3 2020	16	84	19.05%
Q2 2020	43	38	113.16%
Q1 2020	18	73	24.66%
Q4 2019	17	27	62.96%

11 total buy trades, and 16 total sell trades (buy/sell ratio of 0.69%) were made by Block's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	11	18.18%
Q2 2024	-	25	-
Q1 2024	-	17	-
Q4 2023	4	15	26.67%
Q3 2023	-	16	-
Q2 2023	-	25	-
Q1 2023	-	35	-
Q4 2022	-	34	-
Q3 2022	-	18	-
Q2 2022	-	12	-
Q1 2022	-	5	-
Q4 2021	-	53	-
Q3 2021	-	103	-
Q2 2021	-	142	-
Q1 2021	-	158	-
Q4 2020	-	123	-
Q3 2020	-	64	-
Q2 2020	-	18	-
Q1 2020	-	42	-
Q4 2019	-	8	-

As of Q3 2024, Insider owners conducted 2 open market buy trades and 11 open market sell trades of Block's stocks.

Block Peer Ownership

Ticker	Company
MSFT	Microsoft Corporation
MDB	MongoDB, Inc.
ADBE	Adobe Inc.
PANW	Palo Alto Networks, Inc.
ORCL	Oracle Corporation
OKTA	Okta, Inc.
ZS	Zscaler, Inc.
PATH	UiPath Inc.
PLTR	Palantir Technologies Inc.
NET	Cloudflare, Inc.
CRWD	CrowdStrike Holdings, Inc.

SQ Ownership FAQ

Who Owns Block?

Block is owned by institutional shareholders (62.52%), insiders (0.86%), and public (36.62%). The largest institutional shareholder of Block is VANGUARD GROUP INC (7.39% of total shares) and the top mutual fund owner is BERKSHIRE FUNDS (6.26% of total shares).

Who are the major institutional shareholders of Block?

Block's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, MORGAN STANLEY, and JPMORGAN CHASE & CO. The top five shareholders own together 21.12% of the company's share outstanding.

How many Block shareholders are there?

As of Jun 2024, there are 1,034 institutional shareholders of Block.

What percentage of Block is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 45.54M shares of Block, representing 7.39% of the company's total shares outstanding, valued at $2.94B (as of Jun 2024).

What percentage of Block is owned by BLACKROCK INC?

As of Jun 2024, BLACKROCK INC holds 31.16M shares of Block (SQ), compromising 5.05% of the company, valued at $2.01B.

What percentage of Block is owned by FMR LLC?

FMR LLC is the third largest holder of Block. The company owns 20.88M of the company's shares outstanding (worth $1.35B).